US Bond Strategy

Special Report

2025 Key Views: US Fixed Income

11 Dec 2024

by Ryan Swift, Chief Strategist

Recession-Hard/Soft Landing

We offer 5 key investment views for US fixed income markets in 2025.

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BCA Research | US Bond Strategy

This service assumes the posture of a US fixed-income portfolio. We make recommendations for portfolio duration and fixed-income sector allocation.

Contents

Executive Summary
Key View #1: Treasury Yields Will Fall In 2025
Key View #2: The Treasury Curve Will Steepen In 2025
Key View #3: Underweight TIPS Versus Nominal Treasuries
Key View #4: Corporate Bonds Offer Poor Value
Key View #5: Buy Current Coupon Agency MBS
Appendix

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Topics covered

High-Yield Recession-Hard/Soft Landing Corporate Bonds Economy Inflation/Deflation Monetary Policy Regulation Developed Countries Gov Sovereigns/Treasurys MBS Inflation Protected United States Securitized Products Yield Curve Fixed Income